# Airbyte Salesforce AI Connector Salesforce is a cloud-based CRM platform that helps businesses manage customer relationships, sales pipelines, and business operations. This connector provides access to accounts, contacts, leads, opportunities, tasks, events, campaigns, cases, notes, and attachments for sales analytics and customer relationship management. ## Example Questions - Show me my top 5 opportunities this month - List all contacts from [Company] in the last quarter - Search for leads in the technology sector with revenue over $10M - What trends can you identify in my recent sales pipeline? - Summarize the open cases for my key accounts - Find upcoming events related to my most important opportunities - Analyze the performance of my recent marketing campaigns - Identify the highest value opportunities I'm currently tracking - Show me the notes and attachments for [customerX]'s account ## Unsupported Questions - Create a new lead for [personX] - Update the status of my sales opportunity - Schedule a follow-up meeting with [customerX] - Delete this old contact record - Send an email to all contacts in this campaign ## Installation ```bash uv pip install airbyte-ai-salesforce ``` ## Usage ```python from airbyte_ai_salesforce import SalesforceConnector, SalesforceAuthConfig connector = SalesforceConnector( auth_config=SalesforceAuthConfig( refresh_token="...", client_id="...", client_secret="..." ) ) result = connector.accounts.list() ``` ## Documentation | Entity | Actions | |--------|---------| | Accounts | [List](./REFERENCE.md#accounts-list), [Get](./REFERENCE.md#accounts-get), [Search](./REFERENCE.md#accounts-search) | | Contacts | [List](./REFERENCE.md#contacts-list), [Get](./REFERENCE.md#contacts-get), [Search](./REFERENCE.md#contacts-search) | | Leads | [List](./REFERENCE.md#leads-list), [Get](./REFERENCE.md#leads-get), [Search](./REFERENCE.md#leads-search) | | Opportunities | [List](./REFERENCE.md#opportunities-list), [Get](./REFERENCE.md#opportunities-get), [Search](./REFERENCE.md#opportunities-search) | | Tasks | [List](./REFERENCE.md#tasks-list), [Get](./REFERENCE.md#tasks-get), [Search](./REFERENCE.md#tasks-search) | | Events | [List](./REFERENCE.md#events-list), [Get](./REFERENCE.md#events-get), [Search](./REFERENCE.md#events-search) | | Campaigns | [List](./REFERENCE.md#campaigns-list), [Get](./REFERENCE.md#campaigns-get), [Search](./REFERENCE.md#campaigns-search) | | Cases | [List](./REFERENCE.md#cases-list), [Get](./REFERENCE.md#cases-get), [Search](./REFERENCE.md#cases-search) | | Notes | [List](./REFERENCE.md#notes-list), [Get](./REFERENCE.md#notes-get), [Search](./REFERENCE.md#notes-search) | | Content Versions | [List](./REFERENCE.md#content-versions-list), [Get](./REFERENCE.md#content-versions-get), [Download](./REFERENCE.md#content-versions-download) | | Attachments | [List](./REFERENCE.md#attachments-list), [Get](./REFERENCE.md#attachments-get), [Download](./REFERENCE.md#attachments-download) | | Query | [List](./REFERENCE.md#query-list) | For detailed documentation on available actions and parameters, see [REFERENCE.md](./REFERENCE.md). For the service's official API docs, see [Salesforce API Reference](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/intro_rest.htm). ## Version Information **Package Version:** 0.1.4 **Connector Version:** 1.0.3 **Generated with connector-sdk:** 1ab72bd8e7249872a4cf66327dd1a0bf68905acb